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Southern Company
SO

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1426
Financial Security Advisor
Virginia
$268K -$76.2K -1,109 -22%
P
1427
Pitcairn
Pennsylvania
$267K -$69 -1 -0%
MIC
1428
Meridian Investment Counsel
California
$267K – – –
DWT
1429
Dorsey & Whitney Trust
South Dakota
$265K -$33.2K -484 -11%
OHWA
1430
Oak Hill Wealth Advisors
Virginia
$265K -$53K -772 -17%
SFA
1431
Semmax Financial Advisors
North Carolina
$264K +$2.33K +34 +0.9%
KA
1432
Klingman & Associates
New York
$264K +$2.33K +34 +0.9%
FCFC
1433
First Citizens Financial Corp
Iowa
$263K -$8.58K -125 -3%
WIC
1434
Willis Investment Counsel
Georgia
$263K – – –
JWM
1435
Janiczek Wealth Management
Colorado
$263K +$43.3K +631 +20%
DA
1436
Drake & Associates
Wisconsin
$263K +$22.4K +326 +10%
FA
1437
Fiduciary Alliance
South Carolina
$262K -$5.77K -84 -2%
SHFP
1438
Second Half Financial Partners
Florida
$262K – – –
ACM
1439
Ardent Capital Management
Ohio
$262K – – –
DWM
1440
Dogwood Wealth Management
Kansas
$262K +$257K +3,737 New
ATWA
1441
Arbor Trust Wealth Advisors
Michigan
$262K – – –
PWM
1442
Palumbo Wealth Management
New York
$260K -$1.17K -17 -0.5%
KWMG
1443
King Wealth Management Group
Florida
$260K +$206 +3 +0.1%
NAS
1444
Nicolet Advisory Services
Wisconsin
$260K -$32.3K -471 -11%
NFG
1445
Nadler Financial Group
Illinois
$260K – – –
PPWP
1446
Premier Path Wealth Partners
New Jersey
$259K +$254K +3,698 New
RZH
1447
Relyea Zuckerberg Hanson
Connecticut
$258K +$16.3K +238 +7%
LA
1448
Lifeworks Advisors
Michigan
$258K -$23.1K -337 -8%
MFG
1449
MidWestOne Financial Group
Iowa
$258K -$103K -1,500 -29%
WCM
1450
WealthBridge Capital Management
Ohio
$258K +$4.67K +68 +2%
56 57
58
59 60